Course Catalog
The launch catalog is focused and useful: a foundations course for essential fluency, then an advanced Master Class for complex advisory situations.
Foundations · 3-4 hours
Master the fundamentals your clients are counting on you to know. From Social Security basics and Original Medicare timing to enrollment windows, IRMAA, penalties, and real-world retirement scenarios — this course is clear, practical, and built to put to work immediately.
Advanced · 4-6 hours
Go deeper into the complex intersections that separate good advisors from indispensable ones. IRMAA appeals, HSA timing, the COBRA trap, coordination of benefits, employer coverage, and veterans benefits — everything you need to guide clients through the situations no one else can.
Best Value · 7-9 hours
The complete curriculum, start to finish. Foundations 101 and the Master Class together give you every tool you need to advise with confidence from day one — at one lower combined price.
Each enrollment path also includes the required $29.95/month access fee for current materials, updates, guides, and resources.
Agency Training
